Your key investment decision makers

A shared perspective with the team behind your portfolio.

Our Leadership Team

David Schaffner, CFA

President & CEO

David's career in the financial markets began more than three decades ago, with 25 of those years focused on investment management. He's worked as an investment professional and in multiple executive and senior leadership roles in corporate strategy, asset management and client portfolio management.

David Schaffner, CFA

President & CEO

Joelle Ritter, CFP® 

VP, Wealth Management Client Solutions

For over 20 years, Joelle’s career has seen her work in a diverse range of roles, building on her experience and expertise in financial planning and client relations. She’s previously worked in wealth management and banking and held senior leadership roles in client experience, sales and marketing.

Joelle Ritter, CFP® 

VP, Wealth Management Client Solutions

Scott Blair, CFA

Senior AVP, Head of Research

Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. His role sees him developing, executing and overseeing the investment philosophy, which guides the investment teams, asset allocation and new investment products.

Scott Blair, CFA

Senior AVP, Head of Research

Loretta Carbonelli

Chief Compliance Officer

Earning a long list of titles, responsibilities and designations, Loretta’s more than 30 years in the financial services has seen her previously work with a variety of organizations, providing oversight in compliance, operations and human resources.

Loretta Carbonelli

Chief Compliance Officer

Linnea McKercher, CFA

VP, Portfolio Manager

Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.

Linnea McKercher, CFA

VP, Portfolio Manager

Kevin Dehod, CIM® 

President & CEO, CWB McLean & Partners

As a founding member of CWB McLean & Partners Wealth Management, Kevin has more than 25 years of investment management experience. He specializes in corporate strategy and team coaching, all while managing the wealth and finances for a limited client base.

Kevin Dehod, CIM® 

President & CEO, CWB McLean & Partners

Our Client Portfolio Management Team

Linnea McKercher, CFA

VP, Portfolio Manager

Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.

Linnea McKercher, CFA

VP, Portfolio Manager

Orest Fialka, P.Geol, CFA

Client Portfolio Manager

Orest’s more than 25 years of experience in the financial services industry has helped develop his specialization in the energy (oil and gas) and materials (gold and mining) sectors. He previously worked in securities analysis, portfolio analysis and in private wealth management.

Orest Fialka, P.Geol, CFA

Client Portfolio Manager

Guanzhi Ma, CFA

Client Portfolio Manager

Guanzhi specializes in minimizing risk and strategically protecting the total wealth of business owners and entrepreneurs. Using a professional process to identify risks, he’s able to manage and reduce any downside in his clients’ business assets and personal portfolio.

Guanzhi Ma, CFA

Client Portfolio Manager

Jonathon Luimes, CFA, CFP® 

Client Portfolio Manager

Jonathan’s close to 10 years of experience in the financial service industry includes previous roles in securities analysis and portfolio management. He specializes in retirement planning and financial management with a focus on taxation, business succession, risk management and estate planning.

Jonathon Luimes, CFA, CFP® 

Client Portfolio Manager

Richard Pearson, CFA

Client Portfolio Manager

Richard has more than 20 years of experience in the financial services industry. He previously worked in asset management, sales, marketing, private wealth management and portfolio analysis. He is able to serve his clients in either English or French.

Richard Pearson, CFA

Client Portfolio Manager

Ann Bawden, CIM® 

Associate Portfolio Manager

Ann has been a Licensed Portfolio Manager since 2015, the same year she earned her Chartered Investment Manager designation. Her experience in the wealth management industry includes previous roles in operations, trading, securities and asset management.

Ann Bawden, CIM® 

Associate Portfolio Manager

Brett Phare

AVP, Private Wealth Specialist

Brett’s career in wealth management spans over 20 years, specializing in helping high net worth clients and ultra high net worth clients over the last 11 years. He is dedicated to helping clients find their why – what is the purpose of their money and how they can ensure their hard work in building up their wealth is protected. Brett’s affinity to help clients has awarded him recognition as a top advisor in his previous role.

Brett Phare

AVP, Private Wealth Specialist

Our Research Team

Scott Blair, CFA

Senior AVP, Head of Research

Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. His role sees him developing, executing and overseeing the investment philosophy, which guides the investment teams, asset allocation and new investment products.

Scott Blair, CFA

Senior AVP, Head of Research

Malcolm Jones, MBA, CFA

VP, Portfolio Manager

Malcolm has 25 years of experience in wealth management. He joined the CWB team in 2010 and now directs the analysis and execution of fixed income projects for Onyx Managed Solutions and Adroit Investment Method. Today, he manages more than 60 different client relationships with CWB Wealth Management.

Malcolm Jones, MBA, CFA

VP, Portfolio Manager

Liliana Tzvetkova, CFA

AVP, Portfolio Manager

Lilly has close to 10 years of experience in the investment management industry as an equity analyst and portfolio manager. She spent half of her career with CWB, where she oversees the US Equity Portfolio with the Adroit Investment Method. Previously, she worked with Dundee Capital Markets and Industrial Alliance securities.

Liliana Tzvetkova, CFA

AVP, Portfolio Manager

Alex Richards

Research Analyst, Reporting

Alex’s work with the Fixed Income team sees him conducting analysis, looking into performance analytics, researching and trading. He’s currently working towards his Chartered Financial Analyst designation.

Alex Richards

Research Analyst, Reporting

Mark Maksymowych

Research Analyst, Equities

Mark completed his Bachelor of Commerce degree at the University of Alberta and is currently working through the Charted Financial Analyst program. He specializes in researching North American equities, including analysis of business models, financial metrics, management teams and growth potential.

Mark Maksymowych

Research Analyst, Equities

Nikita Arora

Research Analyst, Investments

Nikita joined CWB Wealth Management in 2017, previously working with BMO Capital and Morningstar Research, and is currently working through the Chartered Financial Analyst program. Her research is primarily focused on Canadian equities, asset allocation and performance attribution.

Nikita Arora

Research Analyst, Investments

Connor Barth

Research Analyst, Equities

Connor graduated the University of Alberta with a degree in mechanical engineering. He worked for Canadian Natural Resources as a facility engineer, while working towards his CFA designation and also has experience working at a sell-side firm.

Connor Barth

Research Analyst, Equities